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The Next Frontier

Mar 25, 2020

A legacy of wealth anchored in healthy family dynamics can span generations, yet the dialogues around this topic are often taboo. As advisors, how do we help clients navigate these dynamics? Dr. Dennis Jaffe, Author, Professor, and Research Associate at Wise Counsel Research joins host Bill Coppel, Managing Director...


Mar 11, 2020

Longer lifespans paired with an increase in the number of childless adults mean many will be growing older solo. As advisors, how do we help clients cultivate the support network they are likely to need? Dr. Sara Zeff Geber, Author and Founder of LifeEncore, joins host Bill Coppel -- Managing Director and Chief Client...


Feb 26, 2020

As every industry plans for an aging society, advisors have the opportunity to play an important role in the lives of a growing client base of caregivers. In part two of this conversation, gerontologist Sherri Snelling shares with Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing,...


Feb 12, 2020

The caregiving landscape is complex and rapidly changing. As we live longer, we’re facing a multitude of challenges that come with longevity, and yet we still seem to be caught by surprise when they occur. In this episode, founder and CEO of Caregiving Club, Sherri Snelling, joins host Bill Coppel, Managing Director...


Jan 29, 2020

When it comes to retirement we may be prepared financially, but are we emotionally ready for what’s next? Gerri Leder, President of LederMark Communications & Coaching, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss ways we might think differently...